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- Tasks: Help clients with estate planning through video calls and home visits.
- Company: Join a fast-growing business known for its customer-first approach.
- Benefits: Enjoy uncapped commission, flexible workload, and provided IT equipment.
- Why this job: Make a real impact by guiding clients in their legal planning journey.
- Qualifications: Experience in estate planning or will writing is essential.
- Other info: Work remotely and engage with diverse teams across the UK.
The predicted salary is between 36000 - 60000 £ per year.
Self-employed Estate Planning Consultant Uncapped commission-based earnings Benefits including the flexibility to manage your own workload and IT equipment provided For this role, you’ll need to live within an hour and a half commute of either: London, Bristol, Essex, Oxford, Reading, Hertfordshire, Kent, Surrey, Norwich, Ipswich, Birmingham, Coventry, Buckinghamshire, Berkshire, Swansea, or Cardiff. We’re looking for experienced estate planning consultants to cover various locations across the UK. We’re a fast-growing business with huge demand for our services, owing to our customer-first approach and strong brand presence. If you have the skills we need, we can offer you a fantastic opportunity to work with our industry-leading team. In this role, you’ll discuss the benefits of our products and services with potential customers, helping them to make an informed choice about their legal planning. We’ll therefore need you to demonstrate up-to-date experience and knowledge of key legal principles. As a self-employed consultant, you’ll have the flexibility to manage your own workload. Client appointments are mainly conducted through video call (national) and home visits (local). What you’ll do Attend appointments generated by the company Gain referrals and self-generate at least 50% of new business Discuss the benefits of estate planning and legal services products including Wills, LPAs, Trusts, and probate services Have the support of Co-op Legal Services, an SRA regulated business, to draft legal documents Deliver talks and seminars arranged by the company to community groups covering later life legal products and services Work closely with customers to identify needs and take accurate instructions to meet their needs Capture customers’ instructions using our in-house Estate Planning Assistant software This role would suit people who have Proven estate planning or will writing experience trained to the standard of IPW or SWW or legally qualified through CILEX Excellent interpersonal skills with an empathetic nature and the ability to identify customer needs The ability to relay complex legal information in a way customers can understand Confidence when presenting and a natural flair for engaging an audience The ability to consult, influence, and negotiate whilst showing enthusiasm for the product and services Practical IT literacy in a remote setting using Microsoft Office & ability to adapt to custom software A full UK driver’s license with access to your own vehicle We’re actively building diverse teams and welcome applications from everyone. #J-18808-Ljbffr
Self-Employed Estate Planning Consultant employer: Co-op Digital
Contact Detail:
Co-op Digital Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Self-Employed Estate Planning Consultant
✨Tip Number 1
Familiarize yourself with the key legal principles related to estate planning. This will not only boost your confidence during client interactions but also help you effectively communicate the benefits of our services.
✨Tip Number 2
Network with other professionals in the estate planning field. Building relationships can lead to referrals and self-generated business, which is crucial for success in this role.
✨Tip Number 3
Practice your presentation skills. Since you'll be delivering talks and seminars, being able to engage an audience and relay complex information simply will set you apart from other candidates.
✨Tip Number 4
Make sure you have a solid understanding of our in-house Estate Planning Assistant software. Being proficient with the tools we provide will enhance your efficiency and effectiveness in capturing customer instructions.
We think you need these skills to ace Self-Employed Estate Planning Consultant
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasize your experience in estate planning or will writing. Mention any relevant qualifications, such as being trained to the standard of IPW or SWW, or being legally qualified through CILEX.
Showcase Interpersonal Skills: Demonstrate your excellent interpersonal skills in your application. Provide examples of how you've successfully identified customer needs and communicated complex legal information in an understandable way.
Emphasize Flexibility and Self-Motivation: Since this is a self-employed role, highlight your ability to manage your own workload and generate business independently. Share any experiences that showcase your self-motivation and adaptability.
Tailor Your Application: Customize your application to reflect the specific requirements mentioned in the job description. Address how you can contribute to the company's customer-first approach and support their growth in the estate planning sector.
How to prepare for a job interview at Co-op Digital
✨Showcase Your Expertise
Make sure to highlight your experience in estate planning and will writing. Be prepared to discuss specific cases where you've successfully helped clients, demonstrating your knowledge of key legal principles.
✨Demonstrate Empathy and Communication Skills
Since this role requires excellent interpersonal skills, practice conveying complex legal information in a simple and relatable manner. Use examples from your past experiences to show how you’ve effectively identified and met customer needs.
✨Prepare for Client Engagement Scenarios
Anticipate questions about how you would handle client appointments, both through video calls and home visits. Think about how you can build rapport quickly and make clients feel comfortable discussing their legal needs.
✨Familiarize Yourself with the Company’s Services
Research the products and services offered by the company, especially Wills, LPAs, Trusts, and probate services. Being knowledgeable about what you’ll be discussing with potential customers will help you convey confidence during the interview.
